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WisdomTree LargeCap Dividend Fund shares owned by Clarity Wealth Advisors

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Clarity Wealth Advisors from 13F filings

Historical chart of Clarity Wealth Advisors investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Clarity Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Clarity Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $356k 4.0k 88.08

More positions owned by Clarity Wealth Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Meta Platforms Cl A (META)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
JPMorgan Chase & Co. (JPM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Clarity Wealth Advisors

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Colony
Ameriprise Financial
Creative Planning
UBS Group
Great Valley Advisor Group
Trilogy Capital
Hartland & Co
Evercore Wealth Management
Cetera Investment Advisers
Envestnet Asset Management
Cambridge Investment Research Advisors
Waterway Wealth Management
Wells Fargo & Company

View all funds holding WisdomTree LargeCap Dividend Fund